UMB Bank’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

UMB Bank’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$100K	Buy	3,452 +852	+33%	+$25.5K	﹤0.01%	971
2025 Q4	$74K	Hold	2,600	–	–	﹤0.01%	1084
2025 Q3	$72.5K	Hold	2,600	–	–	﹤0.01%	998
2025 Q2	$65.8K	Hold	2,600	–	–	﹤0.01%	1013
2025 Q1	$60.9K	Hold	2,600	–	–	﹤0.01%	970
2024 Q4	$67.2K	Hold	2,600	–	–	﹤0.01%	796
2024 Q3	$67K	Sell	2,600 -1,356	-34%	-$33.7K	﹤0.01%	795
2024 Q2	$93.9K	Sell	3,956 -1,830	-32%	-$43.4K	﹤0.01%	699
2024 Q1	$142K	Buy	5,786 +1,830	+46%	+$42.9K	﹤0.01%	632
2023 Q4	$93.4K	Hold	3,956	–	–	﹤0.01%	712
2023 Q3	$81.9K	Hold	3,956	–	–	﹤0.01%	725
2023 Q2	$86.6K	Hold	3,956	–	–	﹤0.01%	725
2023 Q1	$82.9K	Hold	3,956	–	–	﹤0.01%	734
2022 Q4	$80K	Hold	3,956	–	–	﹤0.01%	743
2022 Q3	$75K	Sell	3,956 -6,728	-63%	-$141K	﹤0.01%	779
2022 Q2	$208K	Hold	10,684	–	–	﹤0.01%	620
2022 Q1	$253K	Sell	10,684 -2,336	-18%	-$55.1K	﹤0.01%	611
2021 Q4	$333K	Buy	+13,020	New	+$337K	﹤0.01%	568

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UMB Bank's SCHA Position: Q1 2026 in Review

UMB Bank increased its Schwab U.S Small- Cap ETF (SCHA) stake by 33% in Q1 2026, buying an estimated $25.5K and bringing the position to 3,452 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

UMB Bank first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. The position peaked at $333K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

UMB Bank held 3,452 shares of Schwab U.S Small- Cap ETF worth $100K as of Q1 2026.
UMB Bank bought 852 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $25.5K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #971 holding.
UMB Bank first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
UMB Bank's Schwab U.S Small- Cap ETF position peaked at $333K in Q4 2021.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.